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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1051
JFS Wealth Advisors
Pennsylvania
$36.5K -$10.7K -198 -23%
BWL
1052
Bogart Wealth LLC
Virginia
$36.3K -$2.44K -45 -6%
HRC
1053
Hoertkorn Richard Charles
$36K – – –
LWCFA
1054
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35.5K – – –
HNB
1055
Hilltop National Bank
Wyoming
$35K +$35K +647 New
RTC
1056
Riverview Trust Company
Washington
$34.1K +$34.1K +630 New
CA
1057
Continuum Advisory
Idaho
$33.4K +$33.1K +611 New
KFI
1058
Key Financial Inc
Pennsylvania
$32.7K +$975 +18 +3%
LFA
1059
LGT Financial Advisors
Texas
$32.4K +$1.41K +26 +5%
ST
1060
Smithfield Trust
Pennsylvania
$32K – – –
FCA
1061
FinTrust Capital Advisors
South Carolina
$31.5K – – –
DMBA
1062
Deseret Mutual Benefit Administrators
Utah
$31.1K – – –
SWA
1063
SOA Wealth Advisors
New York
$30.2K +$217 +4 +0.7%
EC
1064
EntryPoint Capital
New York
$30.2K -$23.9K -442 -44%
PWMG
1065
Private Wealth Management Group
New Jersey
$30K – – –
BGAI
1066
Bruce G. Allen Investments
Colorado
$29.9K +$9.69K +179 +48%
APF
1067
Alaska Permanent Fund
Alaska
$29.1K – – –
VNA
1068
Valley National Advisers
Pennsylvania
$29K +$1.73K +32 +6%
BIA
1069
Bell Investment Advisors
California
$28.6K +$11.8K +217 +70%
VL
1070
Vima LLC
Michigan
$27.7K – – –
IRAG
1071
Investment Research & Advisory Group
Georgia
$27.1K – – –
NIC
1072
Northwest Investment Counselors
Oregon
$27.1K +$27.1K +500 New
WT
1073
Washington Trust
Rhode Island
$26.9K +$10.7K +197 +66%
SWS
1074
SYSTM Wealth Solutions
Illinois
$26.9K -$19K -350 -41%
MLA
1075
MB, Levis & Associates
Pennsylvania
$25.7K +$162 +3 +0.6%
41 42
43
44 45